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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Blair is a registered investment advisor representative with Sovereign Wealth Advisors LLC. John has over 15 years of experience in the financial services industry, and has been providing financial advice to individuals, families, and businesses in the Houston area since 2017. John has a strong background in financial planning, portfolio management, and tax preparation. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. John holds the Series 6, 7, 63 and 65 licenses. John is also a Certified Public Accountant (CPA). John is a member of the Houston chapter of the Financial Planning Association. John's primary areas of focus are retirement planning, investment management, and estate planning. John has a passion for helping his clients achieve their financial dreams. John is a dedicated financial advisor who is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
07/01/2022 - Present
Sovereign Wealth Advisors LLC (HOUSTON TX)
TX
08/07/2017 - 07/12/2022
ALLSTATE FINANCIAL SERVICES, LLC (Cypress TX)
IA
Issued 09/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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